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Tandem Capital Management Corp /Adv

Portfolio Manager
Tandem Capital Management Corp /Adv
Performance
-8.06% (2026 Q1)
AUM (13F)
$119.73M
# of Holdings
110
Performance Rank
Allocation (Top 20)
51.61%

Tandem Capital Management Corp /Adv Holdings Map

Top 50 Tandem Capital Management Corp /Adv Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GE
GE AEROSPACE
4.66%32.8K$9.3M
-3.22%(-1.09K)
2025-Q1: 39.3K shares2025-Q2: 34.5K shares2025-Q3: 34.3K shares2025-Q4: 33.9K shares2026-Q1: 32.8K shares
$48.57(+677.33%)
2026-03-31
GOOGL
ALPHABET INC
4.61%32.0K$9.2M
-3.11%(-1.03K)
2025-Q1: 39.7K shares2025-Q2: 33.2K shares2025-Q3: 33.0K shares2025-Q4: 33.0K shares2026-Q1: 32.0K shares
$69.03(+421.40%)
2026-03-31
MSFT
MICROSOFT CORP
4.21%22.7K$8.4M
-3.15%(-740)
2025-Q1: 24.1K shares2025-Q2: 23.9K shares2025-Q3: 24.3K shares2025-Q4: 23.5K shares2026-Q1: 22.7K shares
$156.30(+149.84%)
2026-03-31
GEV
GE VERNOVA INC
3.98%9.1K$7.9M
-2.74%(-256)
2025-Q1: 11.2K shares2025-Q2: 10.7K shares2025-Q3: 9.8K shares2025-Q4: 9.4K shares2026-Q1: 9.1K shares
$154.13(+622.19%)
2026-03-31
BNT
BROOKFIELD WEALTH SOL LTD
3.12%150.5K$6.2M
-2.64%(-4.09K)
2025-Q1: 108.2K shares2025-Q2: 108.1K shares2025-Q3: 107.1K shares2025-Q4: 154.6K shares2026-Q1: 150.5K shares
$31.58(+37.16%)
2026-03-31
AMAT
APPLIED MATLS INC
2.79%16.3K$5.6M
-5.56%(-959)
2025-Q1: 18.4K shares2025-Q2: 18.3K shares2025-Q3: 18.1K shares2025-Q4: 17.2K shares2026-Q1: 16.3K shares
$58.28(+934.64%)
2026-03-31
META
META PLATFORMS INC
2.6%9.1K$5.2M
-3.40%(-320)
2025-Q1: 9.6K shares2025-Q2: 9.5K shares2025-Q3: 9.4K shares2025-Q4: 9.4K shares2026-Q1: 9.1K shares
$212.00(+174.95%)
2026-03-31
AAPL
APPLE INC
2.47%19.4K$4.9M
-2.84%(-569)
2025-Q1: 22.0K shares2025-Q2: 20.5K shares2025-Q3: 20.4K shares2025-Q4: 20.0K shares2026-Q1: 19.4K shares
$76.84(+301.65%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.39%16.2K$4.8M
-1.16%(-190)
2025-Q1: 16.6K shares2025-Q2: 16.4K shares2025-Q3: 16.5K shares2025-Q4: 16.4K shares2026-Q1: 16.2K shares
$131.90(+153.57%)
2026-03-31
ETN
EATON CORP PLC
2.36%13.2K$4.7M
-3.69%(-506)
2025-Q1: 13.8K shares2025-Q2: 13.7K shares2025-Q3: 13.8K shares2025-Q4: 13.7K shares2026-Q1: 13.2K shares
$165.59(+140.66%)
2026-03-31

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